In the labyrinth of legal tech, attorneys often waste resources on redundant software, overlook key workflows like client onboarding, and falter in choosing the right CRM. Join Katherine Porter as she guides us through these challenges!

Katherine is the founder of The Resourceful Lawyer, and she facilitates workshops for law firm leaders so they can align with their goals and create actionable strategies for growth and profitability. Katherine blends the best of project management, human-centered design, and two decades of legal experience to tailor workshops for each of her law firm clients. She earned her law degree at UCLA, holds the Project Management Professional (PMP) credential, and is certified in Design Thinking.

Join Katherine and me as we discuss the following three questions and more!

1. What are the top three areas of tech software that attorneys are wasting their money on?
2. What are the three common workflows attorneys are not utilizing? And how do we create each one?
3. What are your top three tips when vetting a new CRM LPM?

In our conversation, we cover the following:

[01:10] Tech Setup Overview and Preferences

[07:08] Top Three Areas Where Attorneys Overpay for Tech Software

[12:37] Essential Attorney Workflows: Key Areas for Improvement and Implementation

[14:09] Tips for Creating Effective Workflows

[15:31] Top Three Tips for Vetting a New CRM or LPM System

[17:21] CRM/LPM Transition War Stories: Challenges and Solutions

Resources:

Connect with Katherine:

LinkedIn: linkedin.com/in/kporterjd/

Website: theresourcefullawyer.com/

Mentioned in the episode:

Hardware mentioned in the conversation:

• Blue Yeti Microphone: blueyetimicrophone.com/
• Logitech C920 Webcam: logitech.com/en-ch/products/webcams/c920-pro-hd-webcam
• Microsoft Surface: microsoft.com/en-us/surface ​

Software & Cloud Services mentioned in the conversation:

• ClickUp: clickup.com/
• Dubsado: dubsado.com/
• Make: make.com/
• Microsoft Bookings: microsoft.com/en-us/microsoft-365/business/scheduling-and-booking-app
• Miro: miro.com/
• Mural: mural.co/
• PandaDoc: pandadoc.com/
• Zapier:zapier.com/